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Valeo Financial Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Valeo Financial Advisors’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,698
Closed -$90.8K – 1666
2018
Q1 		$91K Buy
4,698
+3,367
+253% +$66.6K 0.01% 386
2017
Q4 		$27K Buy
+1,331
New +$26.7K ﹤0.01% 602

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Valeo Financial Advisors's FPE Position: Q2 2018 in Review

Valeo Financial Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2018, closing a stake of 4,698 shares — an estimated $90.8K sold.

Valeo Financial Advisors first reported a position in FPE in Q4 2017 and held it in 2 quarters. The position peaked at $91K in Q1 2018. 188 funds tracked by Wall St. Rank hold FPE as of Q2 2018.

  • Valeo Financial Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,698 First Trust Preferred Securities and Income ETF shares in Q2 2018, an estimated $90.8K.
  • Valeo Financial Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's First Trust Preferred Securities and Income ETF position peaked at $91K in Q1 2018.
  • 188 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.